Summary
BALQ
Prices · period metrics · 1M
NAV as of 02/06/2026
30/03/2026 → 30/04/2026
Return 10.45% Volatility 17.98% Sharpe 38.16
Official loaded data — not a live quote.

iShares Nasdaq Premium Income Active ETF

Symbol: BALQ

Exchange: NASDAQ

Sector: Technology

Category: Derivative Income

Inception date: 02/12/2025

Latest date: 02/06/2026

Current price: $58.16

Expense ratio: 0.35%

Assets under management
$13.7M
0.12% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

10.45%

Ann. 689.74% (Sharpe / Sortino numerator)

Volatility

17.98%

Sharpe ratio

38.156

VaR 95%

-0.77%

CVaR 95%: -0.86%
Max drawdown: -0.97%
Sortino ratio: 165.692
Calmar ratio: 711.10

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.87%

Ann. 34.20% (Sharpe / Sortino numerator)

Volatility

20.73%

Sharpe ratio

1.476

VaR 95%

-1.93%

CVaR 95%: -2.30%
Max drawdown: -11.11%
Sortino ratio: 2.649
Calmar ratio: 3.08

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.51%

Ann. 37.34% (Sharpe / Sortino numerator)

Volatility

18.52%

Sharpe ratio

1.822

VaR 95%

-1.94%

CVaR 95%: -2.27%
Max drawdown: -11.79%
Sortino ratio: 2.839
Calmar ratio: 3.17

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 1M

Daily simple returns from the same adjusted closes used by the performance chart: 04/05/2026 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.503%

Best day

2.339%

08/05/2026
Worst day

-1.487%

15/05/2026
Days with data

20

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $58.09 $58.20 $58.03 $58.16 1,900
01/06/2026 $57.73 $57.92 $57.73 $57.92 1,300
29/05/2026 $58.17 $58.17 $58.08 $58.09 1,000
28/05/2026 $57.46 $58.01 $57.46 $57.95 1,200
27/05/2026 $57.82 $57.82 $57.52 $57.52 700
26/05/2026 $57.15 $57.47 $57.06 $57.47 6,000
22/05/2026 $56.78 $56.80 $56.55 $56.55 2,800
21/05/2026 $55.96 $56.40 $55.80 $56.32 6,000
20/05/2026 $56.00 $56.11 $55.89 $56.11 1,400
19/05/2026 $55.12 $55.61 $55.12 $55.18 1,200